Client Intake
Step 2 of 2
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Please fill out the following information so we can customize your sites.
Contact Info
Full Name
Email
Address
Address 2
City
ST
Zip
Phone Number
Who referred you to Cash Balance Advisors?
Bio
Headshot
Headshot
IF YOU'VE ALREADY SIGNED UP AND HAVE AN EXISTING WEBSITE
Existing URL for the tax website
Existing Redwood URL for the (IE: rtscustomsite.com/johnsmith) If Applicable
Existing URL for the CPA website
(Example: rtsaccountants.com/johnsmith) If Applicable
NEW DOMAIN NAMES
**You will need two new domain names to go with your two new websites. The idea to to choose something as short as possible and as easy to remember as possible. (IE: redwoodtaxnc.com).
If you don't have a preference you can go to
Host Gator
or
Go Daddy
and find two domain names you like and buy them. Most directors have two variations of the same domain name to keep it simple. (IE: redwoodtaxnc.com and redwoodcpanc.com)
Make sure you do NOT select a domain that includes terms like "financial planning," "life insurance," or "annuities." This is a kiss of death. Stick with terms like "Redwood Tax Specialists." Some ideas include redwoodtax.com, lowermy.tax or crushthetax.com
***You don't need to purchase hosting or anything else. Just the domain names which should be about $10 each.
New Domain Name for Tax Site
New Domain Name for the tax site
New Domain Name for CPA Site
New domain for CPA site(Example: redwoodcpasite.com)
Once you get your domain names come back to this page and enter in your login information below
REGISTRAR
(IE: Host Gator, Go Daddy, etc)
Registrar
If Go Daddy please enter the email
User ID
Password
Submit
45920